Physician Wealth Advisors, Inc.

Position in IBM — International Business Machines Corp

CIK 1795173 MIDVALE, UT

Position in IBM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$217,937

+$59,414 QoQ

Shares Held

775

+18.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,466

of 1,607 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Physician Wealth Advisors, Inc. holds $418,742 across 26 Information Technology Services names. IBM ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	775	$217,937
2	APLD	Applied Digital Corp.	1,559	$58,150
3	ACN	Accenture plc	282	$35,092
4	FIS	Fidelity National Information Services, Inc.	463	$18,001
5	JKHY	Jack Henry & Associates Inc	116	$15,977
6	CIFR	Cipher Digital Inc.	540	$13,230
7	WIT	Wipro Ltd	4,854	$10,921
8	CTSH	Cognizant Technology Solutions Corp	276	$10,689

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,937	775	+18.5%	Shares	Sole	2026-07-20
2026-03-31	$158,523	654	-2.7%	Shares	Sole	2026-04-24
2025-12-31	$199,053	672	+4.5%	Shares	Sole	2026-01-29
2025-09-30	$181,428	643	+42.6%	Shares	Sole	2025-11-04
2025-06-30	$132,945	451	+4.4%	Shares	Sole	2025-07-14
2025-03-31	$107,421	432	+5.6%	Shares	Sole	2025-04-28
2024-12-31	$89,910	409	-73.2%	Shares	Sole	2025-02-12
2022-12-31	$215,279	1,528	0.0%	Shares	Sole	2023-01-25
2022-06-30	$215,738	1,528	+0.1%	Shares	Sole	2022-08-02
2022-03-31	$198,540	1,527	-48.8%	Shares	Sole	2022-05-05
2021-12-31	$398,440	2,981	0.0%	Shares	Sole	2022-01-11
2021-09-30	$414,150	2,981	0.0%	Shares	Sole	2021-10-19
2021-06-30	$436,984	2,981	-22.3%	Shares	Sole	2021-07-23
2020-06-30	$463,152	3,835	-26.5%	Shares	Sole	2020-08-11
2020-03-31	$578,610	5,216	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.